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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Pinnacle Associates
New York
$238K
FM
352
Foster & Motley
Ohio
$235K -$25.2K -940 -10%
UB
353
UMB Bank
Missouri
$235K -$24.1K -900 -9%
Cerity Partners
354
Cerity Partners
New York
$233K -$58.2K -2,172 -20%
SWM
355
Southern Wealth Management
Texas
$232K +$232K +8,668 New
TI
356
tru Independence
Oregon
$231K +$228K +8,526 New
CIAS
357
Capital Investment Advisory Services
North Carolina
$230K +$31K +1,156 +16%
BA
358
Ballast Advisors
Minnesota
$230K +$231K +8,608 New
SBH
359
Segall Bryant & Hamill
Illinois
$229K -$12.4K -464 -5%
OWM
360
Orgel Wealth Management
Wisconsin
$229K
LSAG
361
Lake Street Advisors Group
New Hampshire
$228K +$1.98K +74 +0.9%
ODCM
362
Old Dominion Capital Management
Virginia
$223K
AWA
363
Acorn Wealth Advisors
Michigan
$222K +$911 +34 +0.4%
WCM
364
Weik Capital Management
Pennsylvania
$220K +$220K +8,220 New
CWM
365
Confluence Wealth Management
Oregon
$216K -$12.9K -480 -6%
IWC
366
Integrated Wealth Concepts
Massachusetts
$215K +$215K +8,036 New
REMPR
367
Roof Eidam Maycock Peralta (REMP)
California
$214K
PCMC
368
Private Capital Management (Colorado)
Colorado
$211K
JP Morgan Chase
369
JP Morgan Chase
New York
$209K +$858 +32 +0.4%
SAM
370
Summit Asset Management
Tennessee
$205K
FA
371
Financial Advisors
Massachusetts
$201K -$10.6K -396 -5%
Wells Fargo
372
Wells Fargo
California
$195K +$49.8K +1,858 +34%
BCM
373
Blume Capital Management
California
$182K -$26.9K -1,002 -13%
SQA
374
Simon Quick Advisors
New Jersey
$164K +$6.38K +238 +4%
FRA
375
Front Row Advisors
California
$156K +$54 +2 +0%